Geneva Advisors’s SPX Corp SPXC Stock Holding History

Geneva Advisors’s Portfolio SPXC Stock Details SPXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-7,545	Closed	-$206K	–	729
2014 Q2	$206K	Buy	+7,545	New	+$196K	﹤0.01%	589

Other funds holding SPXC

Relational Investors San Diego, California $840M AUM 0.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geneva Advisors's SPXC Position: Q3 2014 in Review

Geneva Advisors sold out of SPX Corp (SPXC) in Q3 2014, closing a stake of 7,545 shares — an estimated $206K sold.

Geneva Advisors first reported a position in SPXC in Q2 2014 and held it in 1 quarter. The position peaked at $206K in Q2 2014. 294 funds tracked by Wall St. Rank hold SPXC as of Q3 2014.

Geneva Advisors reported no remaining SPX Corp position as of Q3 2014 after selling out during the quarter.
Geneva Advisors sold 7,545 SPX Corp shares in Q3 2014, an estimated $206K.
Geneva Advisors first reported a position in SPX Corp in Q2 2014 and held it in 1 quarter.
Geneva Advisors's SPX Corp position peaked at $206K in Q2 2014.
294 funds tracked by Wall St. Rank held SPX Corp as of Q3 2014.

Based on Geneva Advisors's 13F filing for Q3 2014, filed 3 Nov 2014.